ITUB icon

Itaú Unibanco

380 hedge funds and large institutions have $8.72B invested in Itaú Unibanco in 2025 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 150 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.07% less ownership

Funds ownership: 23.25%23.18% (-0.07%)

1% less capital invested

Capital invested by funds: $8.84B → $8.72B (-$113M)

29% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $16.3M

Holders
380
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.6M
Puts
$16.3M
Net Calls
Net Calls Change

Top Buyers

1 +$202M
2 +$44.1M
3 +$39M
4
Man Group
Man Group
United Kingdom
+$36.6M
5
Marshall Wace
Marshall Wace
United Kingdom
+$23.5M

Top Sellers

1 -$247M
2 -$70.8M
3 -$68.6M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$46.6M
5
Renaissance Technologies
Renaissance Technologies
New York
-$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
351
MASECO Private Wealth
$4.61K
BW
352
Bravera Wealth
North Dakota
$4.2K
CA
353
Clearstead Advisors
Ohio
$3.95K
CIBC Private Wealth Group
354
CIBC Private Wealth Group
Georgia
$3.86K
HWP
355
Highline Wealth Partners
California
$3.86K
CHC
356
City Holding Co
West Virginia
$3.83K
SAG
357
SageView Advisory Group
California
$3.27K
Bessemer Group
358
Bessemer Group
New Jersey
$3K
ADL
359
Asset Dedication LLC
California
$2.98K
GEA
360
Glen Eagle Advisors
New Jersey
$2.85K
TF
361
Tompkins Financial
New York
$2.71K
FDCDDQ
362
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.43K
AF
363
Advisornet Financial
Minnesota
$1.95K
Northwestern Mutual Wealth Management
364
Northwestern Mutual Wealth Management
Wisconsin
$1.9K
IAS
365
IMA Advisory Services
Colorado
$1.7K
PTC
366
Private Trust Company
Ohio
$1.63K
HCM
367
Hollencrest Capital Management
California
$1.19K
KB
368
Kimelman & Baird
New York
$1.08K
CTC
369
Central Trust Company
Missouri
$1.08K
TWD
370
True Wealth Design
Ohio
$863
RFP
371
Root Financial Partners
California
$809
CFS
372
CGC Financial Services
Oregon
$666
TPBG
373
Turning Point Benefit Group
Maryland
$575
PWA
374
Physician Wealth Advisors
Utah
$502
TCM
375
Triumph Capital Management
Colorado
$422